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Meet Our Client-Focused Team

At our firm, we have the client—and only the client—in mind.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service will identify your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Susan Hayes

Susan Hayes

Client Relations & Service Manager

Cindy Sullivan

Cindy Sullivan

Administrative Coordinator & Special Events

Individualized Strategies

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

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